Apple

Microsoft

Berkshire Hathaway Inc. - Ordinary Shares - Class B

JPMorgan Chase & Co

Exxon Mobil

Amazon

Walmart

Wells Fargo

Alphabet

Schwab Fundamental U.S. Large Company Index ETF

FNDX tracks a fundamentally selected and weighted Russell index based on sales, cash flow and dividends/buybacks.

FNDX tracks a fundamentally selected and weighted index of large-cap US companies based on sales, cash flow and dividends/buybacks.

The Schwab Fundamental U.S. Large Company ETF (FNDX) was launched on 08/13/2013, and is a smart beta exchange traded fund designed to offer broad exposure to the Style Box - Large Cap Value category of the market.

Is Schwab Fundamental U.S. Large Company ETF (FNDX) a Strong ETF Right Now?

FNDX offers a diversified, conservatively valued portfolio by selecting and weighting stocks based on revenue, free cash flow, dividends, and buybacks. The fund's sector allocations are more conservative, providing more potential stability amid economic risks and a restrictive monetary policy. Its past performance is not that different from that of the market and while there are alternatives to consider, this ETF's approach makes for a more accurate market exposure.

FNDX: A Modest Large-Cap Approach (Rating Upgrade)

The Schwab Fundamental U.S. Large Company ETF (FNDX) is an exchange-traded fund designed to track the performance of large-cap U.S.

Schwab Fundamental U.S. Large Company ETF (FNDX) Is a Buy Right Now

Looking for broad exposure to the Large Cap Value segment of the US equity market? You should consider the Schwab Fundamental U.S. Large Company ETF (FNDX), a passively managed exchange traded fund launched on 08/13/2013.

Should Schwab Fundamental U.S. Large Company ETF (FNDX) Be on Your Investing Radar?

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Schwab Fundamental U.S. Small Company Index ETF

Schwab Fundamental US Broad Market Index ETF

Schwab U.S. Small-Cap ETF

Schwab U.S. Broad Market ETF

Schwab US Dividend Equity ETF

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Schwab 5-10 Year Corporate Bond ETF

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Schwab 1000 Index ETF

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Schwab Short-Term US Treasury ETF

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Schwab Intermediate-Term US Treasury ETF

Schwab U.S. Large-Cap Value ETF

Schwab U.S. Large-Cap ETF

Schwab US Aggregate Bond ETF

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WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced forward share splits on 20 Schwab ETFs. Forward ETF share splits increase the number of shares outstanding and decrease the Net Asset Value (NAV) per share. The share splits will not change the total value of a shareholder's investment. The ETF share splits will apply to shareholders of record as of the close of US markets on October 9, 2024, payable after the.

Schwab Asset Management Announces ETF Share Splits

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U.S. money supply started shrinking in 2022 as the Fed kept interest rates high. Smaller companies require easier access to capital to grow, especially in the current environment.

U.S. Money Supply Is Finally Growing Again, and It's Flashing a Big Buy Sign for These 3 ETFs

Schwab Fundamental U.S. Large Company ETF offers a balanced large-cap fund alternative to the S&P 500, focusing on fundamental metrics for long-term positioning. The FNDX ETF's RAFI Fundamental High Liquidity US Large Index selects and weights companies based on fundamental size, value, and strong fundamentals, providing a diversified portfolio. FNDX's sector allocation is value-oriented, with a mix of financials, industrials, and tech, offering a more balanced approach compared to tech-heavy large-cap funds like the S&P 500.

FNDX: Better Than The S&P 500 Now

The Schwab Fundamental U.S. Large Company Index ETF (FNDX) was launched on 08/13/2013, and is a passively managed exchange traded fund designed to offer broad exposure to the Large Cap Value segment of the US equity market.

Should Schwab Fundamental U.S. Large Company Index ETF (FNDX) Be on Your Investing Radar?

Schwab Fundamental U.S. Large Company Index ETF has performed well year-to-date. The Funds's portfolio is constructed based on fundamental measures and excludes many fast-growing technology stocks. While FNDX's valuation is fair, the risk of an economic recession outweighs the upside potential.

FNDX: Downside Risk Outweighs Upside Potential

Making its debut on 08/13/2013, smart beta exchange traded fund Schwab Fundamental U.S. Large Company Index ETF (FNDX) provides investors broad exposure to the Style Box - Large Cap Value category of the market.

Is Schwab Fundamental U.S. Large Company Index ETF (FNDX) a Strong ETF Right Now?

Schwab Fundamental International Small Co. Index ETF

Schwab Fundamental Emerging Markets Large Co. Index ETF

Schwab Fundamental International Large Co. Index ETF

WESTLAKE, Texas--(BUSINESS WIRE)--Schwab Asset Management®, the asset management arm of The Charles Schwab Corporation, today announced index and fund name changes for the Schwab Fundamental Index* ETF and mutual fund suite, effective on or about June 21, 2024. Shareholders in the ETFs and mutual funds do not need to take any action. The changes are part of Schwab Asset Management's continual review of its product set to refine and enhance its product line-up. A total of 12 Schwab Fundamental I.

Schwab Asset Management Announces Index and Fund Name Changes to Its Fundamental Index ETF and Mutual Fund Family

Schwab Fundamental U.S. Large Company Index ETF tracks the Russell RAFI™ US Large Company Index and has 730 holdings. The FNDX ETF is well-diversified across sectors and holdings, and shows attractive valuation metrics. FNDX has underperformed the Russell 1000 benchmark since its inception in 2013 and several factor-based ETFs since 2016.

FNDX: Fundamentals Are Attractive, Performance Is Not

The case for strategically allocating to equities in the New Year is supported by key macroeconomic and fundamental catalysts. The Schwab Fundamental U.S. Large Company Index ETF (FNDX) is a high-beta option for investors seeking large-cap exposure. U.S. corporate fundamentals remain resilient, with positive earnings growth and projections for the next 1-3 years, supporting the potential for capital appreciation over this duration.

FNDX: Tactical Exposure To High-Beta Large Cap, Equally Sported On The Strategic Side

iShares Core Dividend Growth ETF

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That's not a typical reaction, either from advisers or investors, especially when a group of stocks has underperformed the broad market by double-digit amount s— as many dividend-stock funds and ETFs have done over the last 12 months. But history suggests that these strategies could very well bounce back in a big way in coming months.

These dividend stocks and ETFs have healthy yields that can lift your portfolio

FNDX appears to be an alternative to broad-market index funds by using a unique methodology in selecting and weighting stocks. While this could be useful for some traders, it's not ideal for long-term investors. In this article, I will explain why this is so and what better alternatives exist for long-term holders.

FNDX: There Are Better Smart-Beta ETFs Out There

Amplify CWP Dividend & Option Income ETF

First Trust Value Line Dividend Index Fund

CBOE Vest S&P 500 Dividend Aristocrats Target Income ETF

Global X NASDAQ 100 Covered Call ETF

Global X Russell 2000 Covered Call ETF

Global X S&P 500 Covered Call ETF

KNG employs a buy/write strategy quite successfully, considering the small opportunity cost in relation to market total returns and the decent dividend yield over the years.

KNG: Not The Buy/Write ETF King

FNDX holds 700+ U.S. large-cap stocks weighted by leverage-adjusted sales, retained operating cash flow, and shareholder yield. Its expense ratio is 0.25% and the ETF has $10 billion in assets. I prefer forward-looking metrics, but FNDX trades at 17.79x forward earnings and is well-diversified across sectors and industries. Still, its 16.6% exposure to Technology stocks is too high.

FNDX: Key Insights Into This $10B Fundamentals-Based Fund

There's an ongoing debate about cap-weighted and smart-beta indexes, which look past crowd opinion to weight operating metrics like P/E, PB, P/S, and dividends. Rob Arnott challenged cap-weighted indexes as precipitating bubbles and created the RAFI index used by Schwab's FNDX and Invesco's PRF which have outperformed ordinary cap-weighted Value like VTV.

FNDX: Why This Smart-Beta ETF Should Beat Both VTV And VOO

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 SPDR Blackstone Senior Loan ETF

As the Federal Reserve raised interest rates to combat inflation, NorthCoast Asset Management found opportunity in bond ETFs during the third quarter.

NorthCoast Ups Bond ETF Holdings In Q3

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Financial Select Sector SPDR Fund

For the sixth straight month, mutual fund investors were net redeemers of fund assets, withdrawing $102.2 billion from conventional funds for June. Fixed income funds (-$62.7 billion for June) witnessed net outflows for the seventh month in a row, while money market funds (+$23.5 billion) attracted net new money.

Conventional Fund Investors Move To The Sidelines And ETFs In June

FNDX has outperformed the broader markets this year. FNDX's portfolio is constructed on the basis of some useful fundamental screeners that could prove to be useful in a risk-off environment.

FNDX: Well-Positioned To Attract Flows In A Risk-Off Environment

FNDX is a rules-based ETF focused on three fundamental factors: leverage-adjusted sales, retained operating cash flow, and shareholder yield. Its expense ratio is 0.25% and has $10 billion in AUM.

FNDX: A $10 Billion ETF That Nicely Blends Value With Growth

With its expense ratio of 0.25%, which is quite thin for a smart-beta fund, FNDX has a portfolio with total net assets of $7.2 billion. The fund tracks the Russell RAFI US Large Company Index, a benchmark with a rather complex and thus beautiful methodology mindful of cash flows and leverage.

FNDX: Underfollowed Smart-Beta Fund To Consider

Schwab Fundamental U.S. Large Company Index ETF (FNDX) recently hit a 52-week high. Will it soar further?

News for Schwab Fundamental U.S. Large Company Index ETF ETF (FNDX)